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  2. PTM Wealth Management, LLC

Filings through Oct 24, 2026.

PTM Wealth Management, LLC

EIN 45-2710880-financial services-Latest filing 2025
Plans
1
Retirement
1
$898K assets
Health & Benefits
0
Participants
7
1501 LOWER STATE RD., BUILDING D - NORTH WALES, PA 19454267-317-1515ptmwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$898K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PTM WEALTH MANAGEMENT, LLC 401(K) P/S PLAN

401(k)

Assets$898K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PTM WEALTH MANAGEMENT, LLC 401(K) P/S PLAN401(k)$898K72025
  • PTM WEALTH MANAGEMENT, LLC 401(K) P/S PLAN$898K
    #001 · 401(k) · 20257
Retirement plans
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